PeopleSoft software offers a variety of options that enable end users, especially power users, to complete business transactions in a more efficient manner. These options improve a user's navigation speed through the system and enable users to select international preferences, such as date and time formats. You select, customize, and define personalizations using the Personalization pages.
To access the Personalization pages, select PeopleTools, Personalization.
Personalizations are grouped in three levels of categories to aid in development, organization, and deployment:
The first level is the Option Category level.
This level divides personalizations between functional area, such as PeopleTools personalizations and HCM personalizations. Also, there is a category for custom personalizations, which are those personalizations you develop and deploy in addition to the delivered personalizations.
The second level is the Category Groups, which represent individual products within a Category Level.
For example, within the PeopleTools Category Level some Category Groups are Application Designer, Process Scheduler, Security, and so on. Or, within the HCM Category Level one Category Group could be Payroll.
The third level is the Personalization Categories themselves.
This is the level that the end user sees. A category represents a product feature, such as navigation or system messages. A category contains a set of related personalizations.
After you have selected the personalizations for your site, you assign them to a user or role, using the Personalizations page of the permission lists component in PeopleTools Security. The Personalizations page enables the security administrator to assign role-based personalizations and enable user control for selected personalization options, if needed.
End users can view and modify their available personalization options from the My Personalization component (USER_SELF_PERSONAL).
The following sections provide more details on defining, customizing, and deploying PeopleSoft personalizations.